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Knightscope
Sponsored
content by Knightscope
MA
MarketJar
Community Contributor
The Next Phase of Defense AI: A Robotic Response to America’s Security Gaps
Autonomous systems are no longer just a futuristic vision — they’re fast becoming an essential layer of national security. As AI reshapes everything from finance to warfare, physical security remains one of the most under-addressed frontiers.
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US$12.00
FV
51.2% undervalued
intrinsic discount
22.00%
Revenue growth p.a.
Set Fair Value
7
users have liked this narrative
1
users have commented on this narrative
34
users have followed this narrative
7 days ago
author updated this narrative
Figma
TI
TickerTickle
Community Contributor
Figma (FIG): The S&P 500’s Design Standard Turning Into an All-in-One Platform
Watching Figma Grow Up I’ve been using Figma almost every single day for the past five years. As a product designer, it’s been my main tool for designing interfaces, testing and prototyping ideas, and also for working together with teams in different countries and time zones.
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US$65.70
FV
6.7% overvalued
intrinsic discount
30.00%
Revenue growth p.a.
Set Fair Value
4
users have liked this narrative
0
users have commented on this narrative
14
users have followed this narrative
Updated
narrative
Sleep Cycle
MA
Mandelman
Community Contributor
Sleep Cycle's Revenue Set to Rise 10% with Strong Revenue Model
Update Q1 2025 (updated 250510) The latest user‐growth data suggest headwinds for top-line revenue, but management’s active repricing initiatives should help offset this. By combining modest user gains with targeted price increases, the company can still drive overall revenue growth.
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SEK 38.04
FV
24.6% undervalued
intrinsic discount
3.15%
Revenue growth p.a.
Set Fair Value
3
users have liked this narrative
2
users have commented on this narrative
33
users have followed this narrative
Updated
narrative
JB Hi-Fi
RO
Robbo
Community Contributor
Has JB Hi-Fi Lost Its Point of Difference?
I may be showing my age here, but I feel that a decade or so ago, shopping at JB Hi-Fi was a different experience. There seemed to be a deliberate policy of employing sales staff from alternative subcultures, which gave the stores a unique, edgy vibe.
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AU$76.00
FV
53.6% overvalued
intrinsic discount
-0.45%
Revenue growth p.a.
Set Fair Value
3
users have liked this narrative
1
users have commented on this narrative
6
users have followed this narrative
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Beacon Roofing Supply
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Branch Openings And Acquisitions Will Expand Future Market Presence
Key Takeaways Strategic acquisitions and expansion of greenfield branches enhance Beacon's market presence, likely driving revenue and earnings growth. Emphasis on digital sales and private label products boosts margins, while significant share buybacks enhance earnings per share.
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US$124.50
FV
0.1% undervalued
intrinsic discount
3.57%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
2
users have followed this narrative
4 months ago
author updated this narrative
Vonovia
AN
AnalystConsensusTarget
Consensus Narrative from 17 Analysts
Service Expansion And Photovoltaic Projects Will Secure Future Stability
Key Takeaways Vonovia aims to boost non-rental EBITDA with less capital-intensive service expansion, enhancing earnings and ensuring stability. Increased investment and focus on cash generation are expected to drive EBITDA growth, protect the balance sheet, and improve net margins.
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€37.53
FV
23.7% undervalued
intrinsic discount
-19.03%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
38
users have followed this narrative
4 months ago
author updated this narrative
Goodfood Market
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Heat And Eat Launch Will Revitalize Consumer Retail
Key Takeaways Goodfood's new product line and digital enhancements are driving revenue growth and increased customer spending. Strategic acquisitions, ethical certifications, and strong cash management bolster financial stability and brand loyalty.
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CA$0.15
FV
30.0% overvalued
intrinsic discount
-9.52%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
7
users have followed this narrative
4 months ago
author updated this narrative
Splash Beverage Group
AN
AnalystConsensusTarget
Consensus Narrative from Analysts
Will Expand US Distribution And Acquire Energy Drink Brand
Key Takeaways Expansion in key U.S. regions, strategic retail partnerships, and new product offerings are set to drive significant revenue growth for Splash Beverage Group. Investment in high-margin businesses like Qplash and energy drinks is likely to enhance cash flow and boost operational efficiency.
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US$11.94
FV
84.5% undervalued
intrinsic discount
60.14%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
1
users have followed this narrative
4 months ago
author updated this narrative
Host Hotels & Resorts
AN
AnalystLowTarget
Consensus Narrative from 17 Analysts
6% Wage Rise And Maui Recovery Will Shape Hotel Future
Key Takeaways Rising wage expenses and external challenges like hurricanes and travel imbalances pressure Host Hotels & Resorts' margins and revenue growth. Economic uncertainties and recovery delays from past events influence cautious growth projections and potential earnings shortfalls.
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US$15.86
FV
6.7% overvalued
intrinsic discount
1.67%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
4 months ago
author updated this narrative
Redwood Trust
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Mortgage REIT Will Leverage AI And Policy Shifts To Streamline Operations
Key Takeaways Strategic positioning in the mortgage sector and housing policy changes are expected to enhance market share and increase revenue and earnings. Technology and partnerships will streamline operations, expand the customer base, and support sustainable growth through new loan products.
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US$7.21
FV
16.4% undervalued
intrinsic discount
-15.84%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
4
users have followed this narrative
4 months ago
author updated this narrative
Nordson
AN
AnalystHighTarget
Consensus Narrative from 10 Analysts
Atrion Integration And Advanced Technology Solutions Will Expand Markets
Key Takeaways Nordson's rising order entry rates and strategic acquisitions signal strong potential for revenue growth and profitability enhancements. Product innovation and strategic business realignment position Nordson for increased market share and robust shareholder returns.
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US$285.00
FV
20.6% undervalued
intrinsic discount
6.80%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
4 months ago
author updated this narrative
Nordson
AN
AnalystLowTarget
Consensus Narrative from 10 Analysts
Reorganization Will Unlock Advanced Technology Solutions Opportunities
Key Takeaways Operational adjustments may limit immediate revenue growth as Nordson focuses on future technological advancements amidst macroeconomic uncertainties. Acquisition-related costs and backlog growth present near-term earnings risks despite potential long-term benefits.
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US$212.16
FV
6.7% overvalued
intrinsic discount
3.49%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
4 months ago
author updated this narrative
Insight Enterprises
AN
AnalystHighTarget
Consensus Narrative from 4 Analysts
Digital Transformation And AI Will Empower IT Services
Key Takeaways Momentum in AI, cloud, and managed services is driving higher-margin revenue growth, increased recurring income, and improved client retention through new partnerships and acquisitions. Operational efficiencies, automation, and cost-saving initiatives are enhancing scalability, operating leverage, and profitability as hardware upgrade cycles and pent-up demand approach.
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US$235.00
FV
46.1% undervalued
intrinsic discount
4.38%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
4 months ago
author updated this narrative
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